Christopher Louis Cosenza
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- United Planners' Financial Services of America A Limited PartnerOct 2020 to now
- Brookhaven Wealth Management, Inc.Jan 2014 to now
- Christopher L CosenzaApr 1996 to now
- LPL Financial, LLCSep 2002 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (GA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2426675
- Firm CRD
- 20804